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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,438 | $148,629-62.7% | $135,982-59.2% | $139,487-60.3% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 21.09% | 79.33%-58.2pp | 68.32%-47.2pp | 373.84%-352.8pp |
| Employer contribution / active EE | $4,130 | $5,247-21.3% | $4,859-15.0% | $4,755-13.1% |
| Participant deferral / active EE | $8,813 | $8,102+8.8% | $7,760+13.6% | $6,713+31.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |